Experience

TradeStation

• United States
• Financial Services
• 700 & Above Employee

• Head of Program Management and PMO

  • Sep 2020 - Present

  Lead a global team of cross functional Project Managers, Program Manager, PMOs, and Business Analysts delivering global initiatives spanning Brokerage, Crypto, Education, API, Community, Web & Mobile Create and implement global governance standards to provide direction, increase transparency, improve communication, create accountability, while still achieving rapid high-quality deliverables Work with strategic partners across the firm to develop strategic roadmap, improve operational… Show more Lead a global team of cross functional Project Managers, Program Manager, PMOs, and Business Analysts delivering global initiatives spanning Brokerage, Crypto, Education, API, Community, Web & Mobile Create and implement global governance standards to provide direction, increase transparency, improve communication, create accountability, while still achieving rapid high-quality deliverables Work with strategic partners across the firm to develop strategic roadmap, improve operational efficiency, and reduce redundant and outdated activities Built a framework to combine Agile development with traditional Project Management views, allowing executives to see measurable progress, timelines, and budget across all programs Create and track metrics on firm wide portfolio benefits realization to facilitate future decision making on product roadmap Show less



Barclays

• United Kingdom
• Financial Services
• 700 & Above Employee

• Vice President

  • Dec 2014 - Dec 2019

  Miami/Fort Lauderdale Area Managed team of PMs, BAs, and Developers responsible for delivering front to back project across Investment Banking Ensured teams were following Project Management/PMOP standards on all programs of work including; project artifacts, RACI, RAID, Stakeholder Matrix, Requirements/Backlogs (Agile or Waterfall), Project Plans, Status Reports, Commutation Plans, Agenda/Minutes, Meeting Decks, and Closure Packets Responsible for oversight of all project analysis, development, testing, project… Show more Managed team of PMs, BAs, and Developers responsible for delivering front to back project across Investment Banking Ensured teams were following Project Management/PMOP standards on all programs of work including; project artifacts, RACI, RAID, Stakeholder Matrix, Requirements/Backlogs (Agile or Waterfall), Project Plans, Status Reports, Commutation Plans, Agenda/Minutes, Meeting Decks, and Closure Packets Responsible for oversight of all project analysis, development, testing, project plans, resource management, governance, milestones, and reporting Accountable for budgeting, forecasting, assigning, and tracking of onshore and offshore resources Lead Executive Level Steering Committee meetings including – Front Office, COO, Compliance, Finance, Risk, Operations, Legal, HR, and Technology Show less



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Vice President Project Manager Private Banking

  • May 2014 - Nov 2014

  Miami/Fort Lauderdale Area Project management of client relationship and securities applications across Private Banking. Specific products included global equities, options, funds, swaps, futures, and FX • Worked with appropriate stakeholders to put forward mitigation plans to manage potential risks / issues • Translated business requirements documents for IT and conversely communicated IT concepts to senior business stakeholder; providing understanding of process flow management • Engaged with senior… Show more Project management of client relationship and securities applications across Private Banking. Specific products included global equities, options, funds, swaps, futures, and FX • Worked with appropriate stakeholders to put forward mitigation plans to manage potential risks / issues • Translated business requirements documents for IT and conversely communicated IT concepts to senior business stakeholder; providing understanding of process flow management • Engaged with senior stakeholders to prioritize projects and enhancements; communicated project status, financials, and timelines Show less



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Vice President Product Manager

  • Jul 2007 - 2012

  Greater New York City Area Business sponsor for all technology initiatives across International Sales and Trading desks in Europe, US, Mexico, Brazil, Chile, Argentina, and Canada. Managed technology budget of 10 million across International Trading and Sales (Equity and Equity Derivative) • Served as conduit to global teams to find applications and projects, which can be were implemented to increase revenue and productivity and decrease operational costs • Liaised with technology heads across regions to ensure… Show more Business sponsor for all technology initiatives across International Sales and Trading desks in Europe, US, Mexico, Brazil, Chile, Argentina, and Canada. Managed technology budget of 10 million across International Trading and Sales (Equity and Equity Derivative) • Served as conduit to global teams to find applications and projects, which can be were implemented to increase revenue and productivity and decrease operational costs • Liaised with technology heads across regions to ensure technology goals were being met and project were strategically aligned with the needs of the overall business • Worked closely with Risk Management to ensure all ADR, GDR, ordinary, futures, and local market securities reported risk scenarios properly • Specific projects included: o Replaced front, middle, and back office systems for Brazil equities with first implementation of Fidessa is Brazilian market resulting in reduced operation costs and increased revenue o Implemented Algorithmic trading for Canada, LATAM, and US markets o Streamlined Global Wealth Management orders directly to Mexican local trading system and market o STP connectivity between US Fidessa applications and systems in Brazil, Mexico, Europe, and Asia leveraging electronic trading technology o Linked all current Order Management Systems in US, LATAM, EMEA, and ASIA o Deployed Arbitrage engine for Brazil ordinary shares and US ADRS / PAIRS Engine for US and Local Markets / Canadian Inter-listed Engine DMA / DSA access for LATAM

• Vice President Technology

  • Jul 2006 - Jul 2007

  Greater New York City Area Manager for the Merrill Lynch cash equities real time global position keeping system (Fidessa based product), a system with over 200 users around the world. Pioneered effective foreign exchange risk management by implementing multi-currency position keeping and trading functionality Manager for the global 'End Of Day' database application. This system is primarily used to calculate risk scenarios and position/trade details to Finance. Spearheaded an initiative to identify and… Show more Manager for the Merrill Lynch cash equities real time global position keeping system (Fidessa based product), a system with over 200 users around the world. Pioneered effective foreign exchange risk management by implementing multi-currency position keeping and trading functionality Manager for the global 'End Of Day' database application. This system is primarily used to calculate risk scenarios and position/trade details to Finance. Spearheaded an initiative to identify and decommission legacy mainframe applications to provide a cost saving of over $50,000 a month. Analyzed and project managed numerous improvements to corporate actions processing to remove the need for 3 data entry clerks. Communicated production issues, status of existing projects, new projects and defects to all business sponsors, including sales and trading desks. Initiated a complete remodeling of the trading floor production support function. This team covers a variety of equity trading systems and required complete process reengineering.



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Project Manager/Business Analyst

  • Jul 2004 - Jul 2006

  Greater New York City Area Identified, assessed, and documented business requirements, advised business of available options, risks, and costs of changing or implementing new technology. Conducted research to determine if solutions to business requirements currently existed within or outside the business unit Developed project plans and execution approaches for client requirements and project specifications by defining the purpose, clear roles, tasks, milestones, budgets, and measures of success. Acted as… Show more Identified, assessed, and documented business requirements, advised business of available options, risks, and costs of changing or implementing new technology. Conducted research to determine if solutions to business requirements currently existed within or outside the business unit Developed project plans and execution approaches for client requirements and project specifications by defining the purpose, clear roles, tasks, milestones, budgets, and measures of success. Acted as liaison between IT and business end-users for Swaps, Foreign Exchange, Fixed Income, and Option products by documenting business requirements and communicating these requirements to the development team for the design and implementation of the business solution Ensured audit and information risk policies were followed and all gaps were properly mitigated and closed Acted as an intermediary between internal and external audit groups by providing action plans to resolve risk and assist with the implementation plan Worked with Operate teams to document system changes and new support scenarios to help provide run books for changes that impact day-to-day support Show less



NOBEL Computer Systems, Inc

• Network Engineer

  • Jan 2001 - Jan 2004

  Designed, implemented, and maintained networks for various clients. Including Server, Workstations, Routers, Firewalls, and Application Software Addressed network exposure by securing firewall and patching network operating systems Designed and conducted interviews with clients to determine needs of each individual employee, compiled detailed analysis for administration Primary contact for several clients to discuss strategies to improve quality, efficiency, and cost savings in… Show more Designed, implemented, and maintained networks for various clients. Including Server, Workstations, Routers, Firewalls, and Application Software Addressed network exposure by securing firewall and patching network operating systems Designed and conducted interviews with clients to determine needs of each individual employee, compiled detailed analysis for administration Primary contact for several clients to discuss strategies to improve quality, efficiency, and cost savings in their business environments Show less